Filed April 28, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,675 | $54,380-16.0% | $68,509-33.3% | $59,633-23.4% |
| Participation rate | 83.1% | 70.2%+12.9pp | 74.7%+8.3pp | 68.7%+14.4pp |
| Annual return | -0.67% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,709 | $2,643+2.5% | $3,382-19.9% | $3,192-15.1% |
| Admin fee / account holder | $2,870 | $3,885-26.1% | $5,275-45.6% | $4,297-33.2% |